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Constellation Brands
STZ

Overview Fund Activity

1,127 hedge funds and large institutions have $30.6B invested in Constellation Brands in 2020 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 397 increasing their positions, 407 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,127
Holders Change
+85
Holders Change %
+8.16%
% of All Funds
20%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.44%
New
162
Increased
397
Reduced
407
Closed
66
Calls
$435M
Puts
$439M
Net Calls
-$4.14M
Net Calls Change
+$137M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$332M
2
Capital World Investors
Capital World Investors
California
+$286M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$255M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$199M
5
DZ Bank
DZ Bank
Germany
+$170M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.08B
2
KCM
Kensico Capital Management
Connecticut
-$664M
3
BlackRock
BlackRock
New York
-$113M
4
Jennison Associates
Jennison Associates
New York
-$96.7M
5
Harris Associates
Harris Associates
Illinois
-$93.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
826
Greenleaf Trust
Michigan
$334K -$4.6K -21 -1%
QT
827
Quantamental Technologies
New York
$331K +$331K +1,513 New
SBIA
828
Sheaff Brock Investment Advisors
Indiana
$330K -$22.4K -102 -6%
BRWM
829
B. Riley Wealth Management
Tennessee
$329K -$56.3K -257 -15%
RFO
830
RiverGlades Family Offices
Florida
$329K – – –
FC
831
Farley Capital
New York
$329K – – –
ACM
832
Advent Capital Management
New York
$329K – – –
JLBC
833
J.L. Bainbridge & Co
Florida
$327K – – –
ZCA
834
Zeke Capital Advisors
Pennsylvania
$325K -$35.5K -162 -10%
MA
835
Mutual Advisors
Nebraska
$325K -$33.9K -155 -9%
AssetMark Inc
836
AssetMark Inc
California
$316K -$18.4K -84 -5%
AWM
837
Aries Wealth Management
Maine
$316K +$23K +100 +8%
XF
838
XML Financial
Maryland
$316K +$76.3K +348 +32%
XSC
839
X-Square Capital
Puerto Rico
$314K +$656 +3 +0.2%
CAM
840
Cidel Asset Management
Ontario, Canada
$313K – – –
VRM
841
Vectors Research Management
New York
$313K +$84.2K +384 +37%
CMI
842
Clare Market Investments
Texas
$312K +$312K +1,425 New
SCM
843
Snow Capital Management
Pennsylvania
$312K -$1.11M -5,095 -78%
APP
844
Avantax Planning Partners
Iowa
$309K -$32.6K -149 -10%
CA
845
Calton & Associates
Florida
$304K -$439 -2 -0.1%
GIA
846
Gateway Investment Advisers
Ohio
$303K -$17.1K -78 -5%
MSR
847
Main Street Research
Connecticut
$302K -$12K -55 -4%
WP
848
WealthShield Partners
North Carolina
$301K -$7.89K -36 -3%
SVWAG
849
Sound View Wealth Advisors Group
Georgia
$298K -$1.75K -8 -0.6%
WRM
850
Weybosset Research & Management
Rhode Island
$296K -$32.9K -150 -10%
32 33
34
35 36